Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard VFTAX - Vanguard Ftse Social Index Admiral in their Schedule of Assets, totaling $5.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $2.8M |
| 2 | ASPEN HR PEO LLC ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN | CLEARWATER FL | 3,340 | $148.6M | $1.2M |
| 3 | SIMPLOY, INC. SIMPLOY, INC. 401(K) RETIREMENT SAVINGS PLAN |
ST. LOUIS MO |
| 719 |
| $11.8M |
| $632K |
| 4 | ALTRES GLOBAL BUSINESS SERVICES, INC. SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,950 | $102.2M | $423K |
| 5 | CURRENT HR CURRENT HR 401(K) PLAN | FORT WRIGHT KY | 565 | $8.1M | $22K |
| 6 | TANDIUM CORPORATION TANDIUM CORPORATION RETIREMENT SAVINGS PLAN | EDGEWATER MD | 208 | $12.4M | $9K |
